Use Cases
- Automating payment applications and disbursements
- Managing lien waivers and compliance
- Improving cash flow visibility for projects
- Streamlining financial operations for construction projects
Pricing
CoFi Financial Operating System
A platform to manage construction project payments, cash flow, and compliance.
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Advanced |
| Job Costing | Yes | Standard |
| Reporting Dashboard | Yes | Advanced |
| API Access | Yes | Standard |
| Document Storage | Yes | Standard |
| Payment Applications | Yes | Advanced |
| Lien Management | Yes | Advanced |
| Project Management | Partial | Standard |
| Subcontractor Management | Yes | Standard |
| Vendor Management | Yes | Standard |
| Reporting | Yes | Advanced |
| Alerts & Notifications | Yes | Standard |
| Compliance Tools | Yes | Standard |
| Third-Party Integrations | Yes | Standard |
Strengths
- Automates complex payment and lien waiver processes
- Provides real-time financial visibility into projects
- Reduces administrative burden and financial risk
Best Fit
Typical clientssmall crews up to large contractors (100–500)
Platform weightLightweight — newer platform, faster to adopt
Small teamsMid-sizeLarge